Princeton Capital Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Princeton Capital Management LLC reported 145 stock positions worth $443.4 million. Its top holding was Nvidia (NVDA) at 16.3% of the portfolio, followed by Apple (AAPL, 8.6%) and Alphabet Class A (GOOGL, 6.9%). Compared with Q1 2026, it opened 9 new positions, sold out of 3, added to 49 and reduced 49. The biggest buy was CrowdStrike Class A (CRWD, shares +0%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- RED BANK, NJ
- CIK
- 0001167026
- Portfolio Value
- $443.4M (Q2 2026)
- SEC Filing
- 0001167026-26-000006 ↗ filed Aug 11, 2026
Holdings Value
Holdings 145 stocks · $443.4M
| NVDA Nvidia Corp. | 16.31% | 361,332 | $72.3M | Reduce -1.2% |
| AAPL Apple Inc. | 8.62% | 132,060 | $38.2M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 6.90% | 85,652 | $30.6M | Add +0.4% |
| AMZN Amazon.com Inc. | 5.83% | 108,383 | $25.8M | Reduce -1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 5.71% | 33,149 | $25.3M | Add +0.2% |
| PWR Quanta Services Inc. | 4.70% | 28,944 | $20.8M | Add +0.5% |
| LLY Eli Lilly & Co. | 4.65% | 17,172 | $20.6M | Add +4.0% |
| MSFT Microsoft Corp. | 4.48% | 53,220 | $19.9M | Reduce -0.1% |
| AVGO Broadcom Inc. | 2.83% | 33,196 | $12.5M | Add +3.9% |
| GEV GE Vernova Inc. | 2.61% | 9,849 | $11.6M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 1.64% | 22,180 | $7.3M | Add +3.1% |
| VRTX Vertex Pharmaceuticals Inc. | 1.58% | 14,074 | $7.0M | Reduce -3.1% |
| GLW Corning Inc. | 1.57% | 27,298 | $7.0M | Reduce -0.0% |
| C Citigroup Inc. | 1.55% | 48,961 | $6.9M | Add +5.4% |
| COHR Coherent Corp. | 1.35% | 15,141 | $6.0M | Add +1.2% |
| AMD Advanced Micro Devices | 1.19% | 9,056 | $5.3M | Reduce -0.2% |
| GE General Electric filed as GE AEROSPACE | 1.18% | 14,040 | $5.2M | Add +4.8% |
| CAT Caterpillar Inc. | 1.15% | 4,801 | $5.1M | No change |
| GOOG Alphabet Inc. Class C | 1.06% | 13,306 | $4.7M | Reduce -3.9% |
| RTX RTX Corp. | 0.95% | 22,226 | $4.2M | Add +6.0% |
| TSLA Tesla Inc. | 0.87% | 9,197 | $3.9M | Add +3.0% |
| ZS Zscaler Inc. | 0.82% | 25,876 | $3.7M | Add +4.4% |
| MRVL Marvell Technology Inc. | 0.75% | 11,228 | $3.3M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.74% | 3,514 | $3.3M | Reduce -5.6% |
| AXP American Express Co. | 0.73% | 9,558 | $3.2M | Add +399.6% |
| OLED Universal Display Corp. | 0.72% | 37,013 | $3.2M | Reduce -4.3% |
| BA The Boeing Co. | 0.67% | 13,696 | $3.0M | Add +0.8% |
| AZN Astrazeneca PLC | 0.66% | 15,592 | $2.9M | Add +19.2% |
| MA Mastercard Inc. Class A | 0.64% | 5,495 | $2.8M | Reduce -46.0% |
| DE Deere & Co. | 0.58% | 4,055 | $2.6M | No change |
| LEU Centrus Energy Corp. Class A | 0.54% | 14,164 | $2.4M | Add +4.3% |
| NXPI NXP Semiconductors NV | 0.47% | 7,438 | $2.1M | Reduce -7.2% |
| WFC Wells Fargo & Co. | 0.46% | 24,623 | $2.0M | Add +5.8% |
| QCOM Qualcomm Inc. | 0.45% | 10,839 | $2.0M | Reduce -13.7% |
| BAC Bank of America Corp. | 0.44% | 33,868 | $1.9M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.43% | 3,384 | $1.9M | Reduce -6.2% |
| LITE Lumentum Holdings Inc. | 0.43% | 2,197 | $1.9M | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 0.42% | 16,008 | $1.9M | Add +10.0% |
| NOW ServiceNow Inc. | 0.41% | 18,489 | $1.8M | Add +12.9% |
| FCX Freeport-McMoran Inc. | 0.41% | 28,660 | $1.8M | Reduce -0.9% |
| ENTG Entegris Inc. | 0.40% | 9,801 | $1.8M | No change |
| ABBV Abbvie Inc. | 0.40% | 6,979 | $1.8M | No change |
| AMT American Tower Corp. | 0.35% | 9,429 | $1.5M | Reduce -7.0% |
| BWXT BWX Technologies Inc. | 0.34% | 7,841 | $1.5M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.33% | 2,131 | $1.5M | Reduce -13.6% |
| IVV iShares Core S&P 500 ETF | 0.32% | 1,874 | $1.4M | No change |
| UBER Uber Technologies Inc. | 0.28% | 17,146 | $1.2M | Reduce -18.6% |
| AMGN Amgen Inc. | 0.28% | 3,378 | $1.2M | Reduce -8.4% |
| MLM Martin Marietta Materials | 0.26% | 2,003 | $1.2M | Add +14.3% |
| DELL Dell Technologies -C | 0.26% | 2,671 | $1.2M | Reduce -28.2% |
| ACM Aecom | 0.21% | 13,367 | $933K | Reduce -0.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.20% | 7,001 | $884K | Reduce -5.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 8,497 | $818K | Reduce -18.0% |
| ISRG Intuitive Surgical Inc. | 0.18% | 2,011 | $800K | Add +59.4% |
| IONQ Ionq Inc. | 0.17% | 14,511 | $773K | Add +0.2% |
| EVR Evercore Inc. Class A | 0.17% | 2,220 | $758K | Reduce -69.0% |
| V Visa Inc. Class A | 0.16% | 2,108 | $723K | Reduce -3.2% |
| REGN Regeneron Pharmaceuticals | 0.16% | 1,140 | $711K | Reduce -6.5% |
| PFF iShares Preferred & Income S | 0.16% | 22,906 | $698K | Add +1.9% |
| DY Dycom Industries Inc. | 0.16% | 1,377 | $696K | No change |
| GS Goldman Sachs Group Inc. | 0.15% | 674 | $682K | No change |
| AXTI Axt Inc. | 0.15% | 9,310 | $671K | Reduce -0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 8,222 | $650K | Add +0.3% |
| BY Byline Bancorp Inc. | 0.14% | 17,074 | $643K | Add +3.6% |
| TRP TC Energy Corp. | 0.14% | 9,527 | $632K | Reduce -1.5% |
| PANW Palo Alto Networks Inc. | 0.14% | 1,834 | $625K | Add +27.9% |
| TFC Truist Financial Corp. | 0.14% | 12,479 | $622K | Reduce -13.2% |
| HD Home Depot Inc. | 0.13% | 1,685 | $594K | Add +1.5% |
| MCHP Microchip Technology Inc. | 0.13% | 6,517 | $594K | Add +18.1% |
| DUK Duke Energy Corp. | 0.13% | 4,619 | $585K | Add +0.0% |
| CP Canadian Pacific Kansas City | 0.13% | 6,724 | $583K | Reduce -18.2% |
| NBIS Nebius Group NV | 0.13% | 2,057 | $568K | Add +6.3% |
| WTFC Wintrust Financial Corp. | 0.13% | 3,472 | $558K | No change |
| HWC Hancock Whitney Corp. | 0.12% | 7,200 | $538K | Add +16.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.12% | 2,229 | $530K | Add +29.7% |
| SNPS Synopsys Inc. | 0.12% | 1,178 | $525K | Add +5.7% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 1,032 | $517K | Add +10.7% |
| BANR Banner Corporation | 0.12% | 7,781 | $517K | Add +6.9% |
| FBNC First Bancorp | 0.12% | 8,000 | $511K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 3,374 | $511K | Add +42.1% |
| MCK McKesson Corp. | 0.11% | 654 | $494K | No change |
| XOM Exxon Mobil Corp. | 0.11% | 3,514 | $480K | Add +20.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.11% | 9,994 | $479K | Reduce -6.1% |
| PG The Procter & Gamble Co. | 0.11% | 3,248 | $476K | Add +21.1% |
| TOWN Towne Bank | 0.11% | 12,944 | $469K | Add +8.4% |
| VMC Vulcan Materials Co. | 0.11% | 1,587 | $468K | No change |
| SBFG SB Financial Group Inc. filed as SB FINL GROUP INC | 0.10% | 18,408 | $465K | No change |
| JNJ Johnson & Johnson | 0.10% | 1,802 | $458K | Add +20.0% |
| CVX Chevron Corp. | 0.10% | 2,691 | $446K | Add +28.7% |
| SCHW Schwab (charles) Corp. | 0.10% | 4,831 | $446K | Add +0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 5,169 | $445K | Add +0.2% |
| SAIL Sailpoint Inc. | 0.10% | 29,774 | $436K | Reduce -16.0% |
| CMI Cummins Inc. | 0.10% | 602 | $429K | No change |
| VZ Verizon Communications Inc. | 0.10% | 10,096 | $427K | Add +104.7% |
| BMRC Bank of Marin Bancorp | 0.09% | 15,059 | $417K | No change |
| PNC PNC Financial Services Group | 0.09% | 1,681 | $414K | No change |
| VEA Vanguard Ftse Developed ETF | 0.09% | 5,668 | $404K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.09% | 4,370 | $400K | No change |
| NIC Nicolet Bankshares Inc. | 0.09% | 2,400 | $397K | No change |
| MDB Mongodb Inc. | 0.09% | 1,147 | $385K | Reduce -10.7% |
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Reduce -1.2% | 16.31% | −1.09 |
| MSFT Microsoft Corp. | Reduce -0.1% | 4.48% | −0.90 |
| AAPL Apple Inc. | Reduce -2.7% | 8.62% | −0.78 |
| MA Mastercard Inc. Class A | Reduce -46.0% | 0.64% | −0.75 |
| EVR Evercore Inc. Class A | Reduce -69.0% | 0.17% | −0.41 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 5.83% | −0.40 |
| COST Costco Wholesale Corp. | Reduce -5.6% | 0.74% | −0.27 |
| OLED Universal Display Corp. | Reduce -4.3% | 0.72% | −0.24 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -3.1% | 1.58% | −0.19 |
| PR Permian Resources Corp. Class A | Reduce -54.5% | 0.07% | −0.15 |
| UBER Uber Technologies Inc. | Reduce -18.6% | 0.28% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -6.2% | 0.43% | −0.13 |
| AMT American Tower Corp. | Reduce -7.0% | 0.35% | −0.13 |
| ACM Aecom | Reduce -0.9% | 0.21% | −0.10 |
| REGN Regeneron Pharmaceuticals | Reduce -6.5% | 0.16% | −0.10 |
| BWXT BWX Technologies Inc. | Reduce -0.3% | 0.34% | −0.09 |
| DIS The Walt Disney Co. | Reduce -18.0% | 0.18% | −0.09 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.08 |
| AMGN Amgen Inc. | Reduce -8.4% | 0.28% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -13.6% | 0.33% | −0.07 |
| T AT&T Inc. | Sold out | 0.00% | −0.06 |
| FCX Freeport-McMoran Inc. | Reduce -0.9% | 0.41% | −0.06 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.06 |
| CP Canadian Pacific Kansas City | Reduce -18.2% | 0.13% | −0.05 |
| TFC Truist Financial Corp. | Reduce -13.2% | 0.14% | −0.04 |
| CRM Salesforce Inc. | Reduce -1.7% | 0.07% | −0.03 |
| SAIL Sailpoint Inc. | Reduce -16.0% | 0.10% | −0.03 |
| PFE Pfizer Inc. | Reduce -6.2% | 0.05% | −0.03 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -10.1% | 0.08% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -3.9% | 1.06% | −0.02 |
| TRP TC Energy Corp. | Reduce -1.5% | 0.14% | −0.02 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -10.0% | 0.04% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -7.7% | 0.08% | −0.02 |
| V Visa Inc. Class A | Reduce -3.2% | 0.16% | −0.02 |
| BAC Bank of America Corp. | Reduce -0.1% | 0.44% | −0.02 |
| LIN Linde PLC | Reduce -3.4% | 0.07% | −0.01 |
| UNP Union Pacific Corp. | Reduce -11.8% | 0.06% | −0.01 |
| KO The Coca-Cola Co. | Reduce -2.0% | 0.08% | −0.01 |
| HBCP Home Bancorp Inc. | Reduce -9.4% | 0.05% | −0.01 |
| LITE Lumentum Holdings Inc. | Reduce -2.7% | 0.43% | −0.01 |
| IRM Iron Mountain Inc. | Reduce -5.4% | 0.20% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.1% | 0.06% | −0.00 |
| MDB Mongodb Inc. | Reduce -10.7% | 0.09% | +0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -6.1% | 0.11% | +0.00 |
| AXTI Axt Inc. | Reduce -0.8% | 0.15% | +0.01 |
| QCOM Qualcomm Inc. | Reduce -13.7% | 0.45% | +0.01 |
| QBTS D-Wave Quantum Inc. | Reduce -6.6% | 0.07% | +0.01 |
| NXPI NXP Semiconductors NV | Reduce -7.2% | 0.47% | +0.04 |
| DELL Dell Technologies -C | Reduce -28.2% | 0.26% | +0.09 |
| MRVL Marvell Technology Inc. | Reduce -0.1% | 0.75% | +0.45 |
Portfolio Buys Q1 2026 → Q2 2026
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.2% | 5.71% | +2.18 |
| AXP American Express Co. | Add +399.6% | 0.73% | +0.57 |
| LLY Eli Lilly & Co. | Add +4.0% | 4.65% | +0.50 |
| PWR Quanta Services Inc. | Add +0.5% | 4.70% | +0.39 |
| COHR Coherent Corp. | Add +1.2% | 1.35% | +0.38 |
| GEV GE Vernova Inc. | Add +1.5% | 2.61% | +0.30 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 6.90% | +0.21 |
| GE General Electric | Add +4.8% | 1.18% | +0.15 |
| AVGO Broadcom Inc. | Add +3.9% | 2.83% | +0.13 |
| CSCO Cisco Systems Inc. | Add +10.0% | 0.42% | +0.12 |
| C Citigroup Inc. | Add +5.4% | 1.55% | +0.11 |
| VEA Vanguard Ftse Developed ETF | New | 0.09% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +27.9% | 0.14% | +0.08 |
| NBIS Nebius Group NV | Add +6.3% | 0.13% | +0.07 |
| SOXX iShares Semiconductor ETF | New | 0.07% | +0.07 |
| UNH Unitedhealth Group Inc. | New | 0.06% | +0.06 |
| IONQ Ionq Inc. | Add +0.2% | 0.17% | +0.06 |
| ETN Eaton Corp. PLC | New | 0.05% | +0.05 |
| NEE Nextera Energy Inc. | New | 0.05% | +0.05 |
| SPFI South Plains Financial Inc. | New | 0.05% | +0.05 |
| VICR Vicor Corp. | New | 0.05% | +0.05 |
| PNFP Pinnacle Financial Partners | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.05% | +0.05 |
| MCHP Microchip Technology Inc. | Add +18.1% | 0.13% | +0.04 |
| VZ Verizon Communications Inc. | Add +104.7% | 0.10% | +0.03 |
| MTB M & T Bank Corp. | Add +29.7% | 0.12% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +59.4% | 0.18% | +0.02 |
| FCCO First Community Corp. | Add +42.9% | 0.07% | +0.02 |
| HWC Hancock Whitney Corp. | Add +16.1% | 0.12% | +0.01 |
| DPRO Draganfly Inc. | Add +28.5% | 0.08% | +0.01 |
| SF Stifel Financial Corp. | Add +51.5% | 0.08% | +0.01 |
| TJX TJX Companies Inc. | Add +42.1% | 0.12% | +0.01 |
| JNJ Johnson & Johnson | Add +20.0% | 0.10% | +0.00 |
| BY Byline Bancorp Inc. | Add +3.6% | 0.14% | +0.00 |
| PG The Procter & Gamble Co. | Add +21.1% | 0.11% | +0.00 |
| SNPS Synopsys Inc. | Add +5.7% | 0.12% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.2% | 0.10% | −0.00 |
| BANR Banner Corporation | Add +6.9% | 0.12% | −0.00 |
| TOWN Towne Bank | Add +8.4% | 0.11% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +10.7% | 0.12% | −0.01 |
| HD Home Depot Inc. | Add +1.5% | 0.13% | −0.01 |
| CVX Chevron Corp. | Add +28.7% | 0.10% | −0.02 |
| MLM Martin Marietta Materials | Add +14.3% | 0.26% | −0.02 |
| SCHW Schwab (charles) Corp. | Add +0.2% | 0.10% | −0.02 |
| XOM Exxon Mobil Corp. | Add +20.6% | 0.11% | −0.03 |
| PFF iShares Preferred & Income S | Add +1.9% | 0.16% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.3% | 0.15% | −0.03 |
| EQT Eqt Corp. | Add +3.3% | 0.08% | −0.03 |
| TSLA Tesla Inc. | Add +3.0% | 0.87% | −0.03 |
| DUK Duke Energy Corp. | Add +0.0% | 0.13% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 145 | $443.4M | NVDA, AAPL, GOOGL, AMZN, CRWD |
| Q1 2026 | 139 | $366.6M | NVDA, AAPL, GOOGL, AMZN, MSFT |
| Q4 2025 | 141 | $387.6M | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q3 2025 | 139 | $372.7M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q2 2025 | 127 | $336.8M | NVDA, AAPL, MSFT, AMZN, CRWD |
| Q1 2025 | 120 | $284.1M | NVDA, AAPL, AMZN, MSFT, GOOGL |
| Q4 2024 | 121 | $323.0M | NVDA, AAPL, AMZN, MSFT, GOOGL |
| Q3 2024 | 119 | $317.5M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q2 2024 | 111 | $306.8M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2024 | 104 | $277.0M | NVDA, AAPL, MSFT, AMZN, GOOGL |